See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $150,818-100.0% | $100,391-100.0% | - |
| Participation rate | 0.0% | 67.3%-67.3pp | 81.5%-81.5pp | - |
| Annual return | 6.77% | 14.05%-7.3pp | 49.20%-42.4pp | - |
| Employer contribution / active EE | $0 | $2,537-100.0% | $3,942-100.0% | - |
| Participant deferral / active EE | $0 | $4,233-100.0% | $8,082-100.0% | - |
| Admin fee / account holder | $0 | $25,214-100.0% | $7,899-100.0% | - |